Privacy Policy
Your privacy and data security are our top priorities. Learn how we protect your information.
SOC 2 Type II
Certified Compliant
256-bit Encryption
Data at Rest & Transit
Access Controls
Role-Based Security
IRS Compliant
Tax Data Protection
Last Updated: January 2026
Information We Collect
We collect information you provide directly to us, including:
- Contact information (name, email, phone, address)
- Financial information necessary for tax preparation and advisory services
- Business information for corporate clients
- Documents you upload to our secure portal
- Communications with our team
How We Use Your Information
We use the information we collect to:
- Provide tax preparation, advisory, and other professional services
- Communicate with you about your services and account
- Comply with legal and regulatory requirements
- Improve our services and develop new offerings
- Protect against fraudulent or unauthorized activity
Data Security
We implement industry-leading security measures to protect your information:
- SOC 2 Type II certified infrastructure and processes
- End-to-end encryption for all data in transit and at rest
- Multi-factor authentication for all user accounts
- Regular security audits and penetration testing
- Employee training on data security and privacy
- Strict access controls based on role and need-to-know
Information Sharing
We do not sell your personal information. We may share your information only in the following circumstances:
- With your consent or at your direction
- With service providers who assist in delivering our services (under strict confidentiality agreements)
- To comply with legal obligations, such as IRS filing requirements
- To protect our rights, privacy, safety, or property
Data Retention
We retain your information for as long as necessary to provide our services and comply with legal obligations. For tax-related documents, we follow IRS guidelines for record retention (typically 7 years). You may request deletion of your information at any time, subject to legal retention requirements.
Your Rights
You have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your information (subject to legal requirements)
- Opt out of marketing communications
- Request a copy of your data in a portable format
Contact Us
If you have questions about this privacy policy or our data practices, please contact us at:
Email: privacy@eikonadvisors.com
Phone: (555) 123-4567
Mail: Eikon Advisors, 123 Financial District, Suite 500, City, ST 12345